DDD Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

DDD Partners’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Hold	2,644	–	–	0.12%	67
2026 Q1	$1.73M	Sell	2,644 -298	-10%	-$203K	0.12%	72
2025 Q4	$2.01M	Buy	2,942 +377	+15%	+$256K	0.13%	67
2025 Q3	$1.72M	Hold	2,565	–	–	0.11%	64
2025 Q2	$1.59M	Sell	2,565 -16	-0.6%	-$9.19K	0.17%	58
2025 Q1	$1.45M	Buy	2,581 +15	+0.6%	+$8.86K	0.18%	50
2024 Q4	$1.51M	Hold	2,566	–	–	0.19%	51
2024 Q3	$1.48M	Buy	2,566 +1	+0%	+$556	0.16%	53
2024 Q2	$1.4M	Hold	2,565	–	–	0.16%	56
2024 Q1	$1.35M	Hold	2,565	–	–	0.16%	52
2023 Q4	$1.22M	Sell	2,565 -250	-9%	-$112K	0.16%	51
2023 Q3	$1.23M	Sell	2,815 -338	-11%	-$151K	0.18%	51
2023 Q2	$1.41M	Hold	3,153	–	–	0.19%	49
2023 Q1	$1.3M	Hold	3,153	–	–	0.2%	45
2022 Q4	$1.21M	Hold	3,153	–	–	0.19%	43
2022 Q3	$1.13M	Hold	3,153	–	–	0.21%	44
2022 Q2	$1.2M	Hold	3,153	–	–	0.21%	42
2022 Q1	$1.43M	Sell	3,153 -351	-10%	-$157K	0.2%	41
2021 Q4	$1.67M	Buy	3,504 +2,815	+409%	+$1.3M	0.23%	47
2021 Q3	$297K	Hold	689	–	–	0.04%	59
2021 Q2	$296K	Hold	689	–	–	0.05%	58
2021 Q1	$274K	Hold	689	–	–	0.05%	59
2020 Q4	$259K	Sell	689 -20	-3%	-$7.12K	0.05%	51
2020 Q3	$238K	Buy	709 +20	+3%	+$6.66K	0.06%	45
2020 Q2	$213K	Buy	+689	New	+$202K	0.06%	40

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

DDD Partners's IVV Position: Q2 2026 in Review

DDD Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,644 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #67.

DDD Partners first reported a position in IVV in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.01M in Q4 2025. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

DDD Partners held 2,644 shares of iShares Core S&P 500 ETF worth $1.98M as of Q2 2026.
DDD Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.12% of DDD Partners's portfolio in Q2 2026, its #67 holding.
DDD Partners first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
DDD Partners's iShares Core S&P 500 ETF position peaked at $2.01M in Q4 2025.
4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.